Pete Anderson

Vice President, Wealth Management

Pete serves as Vice President of Wealth Management at Clarity Capital Partners and is Series 65 licensed. 

Driven by a lifelong passion for finance and helping others, Pete leverages his ranching roots, math skills, and business education to provide customized wealth management solutions tailored to individual needs. Raised on his family's Montana ranch, Pete learned the values of hard work, integrity, and community. He excelled in math and sports, earning a football scholarship and Bachelor's degree in Business Management from Rocky Mountain College.

Pete spent six years in the financial sector, first with New York Life Insurance and then as an independent agent partnering with healthcare professionals, business owners, farmers and ranchers. Pete also helped design a financial wellness initiative for employer groups during this time. Through this, he gained experience in diagnosing and developing innovative healthcare benefits solutions encompassing coverage, wellness and insurance packages that complement existing plans while adding additional perks and cost-savings. In 2023, he obtained his 65 license and joined Clarity Capital, aligned by a shared commitment to exploring all options to make fully-informed financial decisions. 

Blending analytical skills with personable service, Pete builds trustworthy relationships with clients. He creates customized strategies to help them achieve their financial goals across market cycles. Outside of the office, you can find Pete horseback riding on his family ranch or enjoying the outdoors through activities like hunting, fishing and camping.